Seasonal Tax Advisor — Build Trust, Unlock Savings

H&R Block, Inc.; Richardson (TX); On-site; USD 28,000 - 41,000; Full time

Job summary

H&R Block seeks a seasonal Tax Advisor to prepare complex tax returns for individuals and businesses, interviewing clients to tailor personalized recommendations and uncover tax savings opportunities.

You will support clients with IRS notices and audits, while collaborating with a team in a friendly, office-based setting across our local tax office. This position emphasizes customer care and accuracy.

Qualifications

• Minimum 2 years of experience in tax preparation, accounting, finance, or bookkeeping, including preparing individual and business returns.
• Must complete continuing education and meet IRS/state requirements.
• Strong verbal and written communication skills; explain tax concepts clearly.

Responsibilities

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations and tax implications, and provide personalized recommendations.
• Build trusted client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and H&R Block products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Skills

Communication

Client-facing

Advisory

Education

High school diploma

Bachelor's degree

CPA/EA or IRS Circular 230 credential

Tools

GoSystem

Ultratax

Job description

H&R Block seeks a seasonal Tax Advisor to prepare complex tax returns for individuals and businesses, interviewing clients to tailor personalized recommendations and uncover tax savings opportunities.

You will support clients with IRS notices and audits, while collaborating with a team in a friendly, office-based setting across our local tax office. This position emphasizes customer care and accuracy.